+106.1%
BTSG vs UEC
-8.9%
+115.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -5.0% | -1.6% | -6.1% |
| 7D | -5.8% | -4.3% | -1.5% | -5.3% |
| 30D | 0.0% | -3.8% | +3.8% | +0.2% |
| 3M | -4.5% | +17.0% | -21.5% | -6.7% |
| 6M | +40.0% | -23.9% | +63.9% | +40.9% |
| YTD | +54.6% | -5.7% | +60.2% | +52.0% |
| 1Y | +106.1% | -12.5% | +118.7% | +102.1% |
| All | +106.1% | -8.9% | +115.0% | +102.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded UEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling